Podcast Episodes

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Why Everybody Needs An Estate Plan

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
Everybody, no matter their level of wealth, needs certain e…

2 years, 8 months ago

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A Will Is Not A Private Document. It Is Open To The Public Once It Is Filed After Your Death.

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
#onthisday wills or not a private document. Trusts are priv…

2 years, 8 months ago

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Why To Use A Trust For Homeowners

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
a Trust should typically be the primary estate planning doc…

2 years, 8 months ago

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Refinance Your House, Even if it's in a Living Trust

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
refinance your house, even if it's in a living trust. Espec…

2 years, 8 months ago

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Paying Your Paretns' Mortgage Doesn't Mean You Own Their Home

LEARN MORE: https://www.ocestateplanlawyer.com
Please comment with your estate planning question. I am usually able to respond with an answer and som…

2 years, 8 months ago

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Trust Beneficiaries Get To See A Copy Of The Trust

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
what if you are a beneficiary of a trust, and the trustee w…

2 years, 8 months ago

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A Living Trust Is A Private Document That Doesn't Have to Be Filed With ANY Government Agency

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
a living trust or a trust of any kind is not filed with any…

2 years, 8 months ago

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Being A Trustee Is A Job, And A Trustee Of A Trust Can Get Paid

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
a trustee controls the money inside of a trust. It is a job…

2 years, 9 months ago

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Will Medicaid Take Your House After You're Gone?

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
Medicaid reimbursement varies state by state. Recently, Cal…

2 years, 9 months ago

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Five things I would never do after watching videos about five things Other Professionals would never do

There has been a trend lately in the podcast and TikTok community with professionals talking about the five things that they would number two as a pr…

2 years, 9 months ago

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